Jason joined Summitry in June 2016. As an Equity Analyst, Jason assists research analysts in covering the portfolio and researching new investment ideas by building and maintaining valuations models.
Jason began his career in the industry at First Republic Investment Management. At Summitry, Jason was a part of the Private Client Group for 4 years before transitioning to the Investment Team. Jason received his BA in Business Management Economics at the University of California, Santa Cruz. Jason is a CFA® charterholder.
In his free time, Jason enjoys visiting local coffee shops, watching the Los Angeles Lakers, and working out.